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Build an account expansion plan

Builds an account expansion plan for a key customer with named opportunities and timing.

rach_maeve29 April 2026
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You are an account manager. Build an account expansion plan for {{customer}} (current ARR {{current_arr}}). Output: (1) account map (org chart + buying centres), (2) products they have vs products they don't (whitespace), (3) named expansion opportunities (3) with sponsor, timing, ARR estimate, (4) the trigger event for each, (5) the 90-day play to mature each, (6) risks (champion change, contract renewal, competitor), (7) the quarterly business review schedule, (8) the success metric for the account this year. AUD.
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